See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,989 | $58,512+16.2% | $84,015-19.1% | $72,985-6.8% |
| Participation rate | 56.6% | 61.2%-4.6pp | 69.0%-12.4pp | 69.5%-12.9pp |
| Annual return | 16.37% | 28.93%-12.6pp | 71.31%-54.9pp | 81.00%-64.6pp |
| Employer contribution / active EE | $365 | $1,163-68.6% | $1,983-81.6% | $2,440-85.0% |
| Participant deferral / active EE | $1,706 | $2,394-28.7% | $3,239-47.3% | $3,607-52.7% |
| Admin fee / account holder | $7,024 | $4,569+53.7% | $6,101+15.1% | $5,124+37.1% |